People Moves
Summary Of Wealth Management Executive Moves - November 2012

Joining Snowden as partners are: John DiCiaccio, managing
director of
the DiCiaccio team; Leah Thomson Snell, vice president of the
DiCiaccio
team; and Jon LaMothe and Luis Gonzalez, both managing directors
of the
LaMothe-Gonzalez team.
Behringer Harvard, a firm that creates alternative investment
programs for institutional and individual investors, brought in
Brad
Watt as executive vice president – net lease investments.
Watt, who has been in the real estate investment industry for
25
years, will create and distribute a series of 1031 Delaware
Statutory
Trust and other real estate wealth management programs focused on
fixed
income and tax efficiency. The net lease investment platform will
focus
on single-tenant assets leased to investment grade tenants on
long-term
double net and triple net leases.
UBS Global Asset Management appointed Thomas Wels as head of its global real estate business.
Having worked for the firm since 2005, Wels was latterly
chief
operating officer, prior to which he was responsible for
expanding the
company’s global fund services business. In his new role he will
be
mainly based in Zurich, but will spend time in all the major
asset
management offices.
Meanwhile, UBS said farewell to Wels’ predecessor Paul Marcuse who has been head of global real estate since 2007.
The Private Client Reserve, a unit of Minneapolis, MN-based US Bank, appointed three senior vice presidents in Florida.
Gwendolyn Boykin, a senior vice president and senior trust
officer,
joined the office in Palm Beach. She will collaborate with high
net
worth individuals, families and charitable organizations to
provide them
with trust and estate administration services.
Also in Palm Beach, Nicholas Pollard was named senior vice
president
and banking manager. Pollard will provide specialized lending
services
and oversee the day-to-day management of financial activities for
HNW
clients.
Lastly, Jack Randall will serve as a senior vice president and
wealth
management advisor in Naples, where he will develop and
implement
customized investment strategies and plans for HNW individuals
and
families.
Morgan Stanley appointed John Campbell as director of the Greater
New
Jersey region, based in the Short Hills wealth management office.
Campbell will oversee offices throughout the state and in
sections of
Pennsylvania. He previously held the roles of financial
advisor/branch
manager in Melville, NY, and San Francisco, CA, as well as
district
manager in New York City and head of business development in
Purchase,
NY.
BlackRock took on UBS's Lawrence Kemp as a managing director and
head
of its fundamental large-cap growth team, effective December 10.
Kemp was latterly head of US large-cap growth equity at UBS and
at
BlackRock replaces Jeffrey Lindsey, who the firm confirmed is
leaving in
February after 10 years. Lindsey will work with Kemp on
transitioning
the portfolios until his departure.
Based in New York, Kemp will oversee the $4.9 billion
BlackRock
Capital Appreciation Fund, the $73 million BlackRock Focus Growth
Fund
and Fundamental Large Cap Growth portfolios, including
sub-advised and
institutional portfolios, as of January 1. He will report to
Chris
Leavy, who took over the responsibility for BlackRock's
large-cap
portfolios from Robert Doll.
Boyden, the US executive search firm, added Andrew Reese as a
managing director at its New York office. Reese will play a key
role in
recruiting C-level and senior executives within the financial
services
industry, including companies specializing in wealth management,
asset
management and private equity.
Kensington Capital Partners, the Canadian investment firm
that
specializes in alternative assets, appointed Eamonn McConnell and
John
Walker as managing directors.
McConnell will have lead responsibility for the Kensington Hedge Fund, while Walker runs the firm's infrastructure business.
McConnell has worked for numerous international institutions
including Barclays Global Investors, Deutsche Bank and Merrill
Lynch, as
well as at smaller entrepreneurial firms.